Here is a fun and harmless way to mess with your adult children’s minds.
Posts Categorized: Trusts & Estates
WHERE NOT TO DIE IN 2013
State estate and inheritance taxes have been in constant flux over the last decade. And it’s not just the list of states that has been changing, but in some states, the level at which the tax kicks in has been changing (both up and down). So it’s important to stay on top of this to avoid a surprise tax bill.
What about using trusts to avoid probate?
Trusts are effective vehicles for probate-avoidance, asset preservation, and tax planning.
When Environmental Laws and Tax Laws Collide
How do you deal with a valuable asset that cannot legally be sold when the IRS says that you owe $29.2 million in estate taxes on it? This is a real live case involving a piece of art that includes a stuffed bald eagle.
New Hawaii Law Gives Tenancy by the Entirety Protection to Trusts
Hawaii recently enacted a new law effective July 1, 2012, extending tenancy by the entirety protection to transfers of real property to trusts.
BABYSITTER’S INSTRUCTIONS FOR YOUR DATE WITH DESTINY
Imagine sitting down to write out the instructions for your babysitter. You and your spouse are going to have a lovely evening out, but you don’t want to be out… Read More »
Trust in the Lord…But Check Out the Church
Charitable planning requires careful reflection and making wise choices.
“Be Giving While You’re Living so You’re Knowing Where it’s Going”
Here is a way to test drive your estate plan while you can still tweak it.
The Importance of Having Your Own Rulebook
Setting out your wishes in your very own rulebook may be an opportunity that you can’t afford to pass up.
Best Picture Nominee “The Descendants” is Full of Estate Planning Nuggets
“The Descendants” is entertaining on many levels, and it rightly deserves its Best Picture nomination.